ServiceTitan Community

alemke · 07-23-2024

It would be great if the Technicians could see the CAMPAIGN that the Job they are running was derived from. We currently have to ADD the campaign to the Job Summary for our Sales Techs to see the Campaign and could eliminate this rework if the Campai...

alemke · 06-06-2024

We have weekly Production meetings to identify if a Sales person bid a job well (or poorly) in terms of Labor hours OR if our Install Techs were just slow in installing the system(s). So we currently use an Excel spreadsheet to track EVERY job (Insta...

alemke · 01-08-2024

ST works well as a CRM tool for CALLS, but not Emails. In the Customer Record, I can click on the phone number and ST will track that Outbound call that everyone can see/review. I would like for ST to do the same for Emails where I can click on the E...

alemke · 12-12-2022

This is an idea for interfaces, which falls closest to Accounting. We use QB for our financials and we have struggled to reconcile QB to ST every month in terms of Revenue. Part of the issue is we have jobs that are multi day jobs and ST recognizes t...

alemke · 08-31-2022

If the Tech's leave the iPad on when they are in the truck, the system SHOULD be able to give the total distance driven (miles) in any give day. If ST were to track miles driven AFTER LAST JOB, then we could see IF they are using the trucks for perso...

alemke · 10-28-2024

Not really. The issue is that we have ALL our Installs grouped into 18 Job Types and although the INSTALL BOILER fits the purpose of categorizing the type of work being performed...there is a big difference between Installing a hydronic vs a steam bo...

alemke · 07-23-2024

Yes and No. Unless you have a TASK set up for every known variable, this does not work. For instance, if I need to carry a unit up 3 flights of stairs...or I have a crane lifting the unit to a rooftop...or I have to add 50 feet of lineset...etc. Ther...

alemke · 07-23-2024

Revisiting and still requesting that ST give an estimated MILES TO BE DRIVEN per truck for any given day. Based on a Home address, schedule for the day and return to home estimate...this would be extremely advantageous for Management!! This should be...

alemke · 09-07-2022

Reveal is a Fleetmatic product put out by Verizon and YES it is a GSP system installed on the trucks. This system is probably best suited for identifying side jobs and trucks being used outside of work hours. My thought here is if we know a Service T...

alemke · 11-05-2020

Ask you Success Manager...they can turn on Adj Inv for you. I can delete and adjust invoices as need be. Although if you try to edit once exported, you NEED to adjust your accounting software. Using ADJ INV is one solution. ST has ability to DEL even...

ServiceTitan Community

User Statistics

User Activity

Technician Receiving Campaign Information

Production Analysis

CRM Tool for Email's AND Calls

Revenue Recognition

GPS Tracking

Re: Production Analysis

Re: Production Analysis

Re: GPS Tracking

Re: GPS Tracking

Re: Suggestion: Please allow admin privileges to be able to delete invoices. Even in accounting software such as QB, invoices created in error are easily taken care of by those who have permissions to do so.